Moving work offshore — what does the role actually do?
RolePrint Transfer™ analyzes 180 days of M365 activity and optional Azure DevOps data — delivering per-role and program-level reports, wave plans, TCI, and dependency mapping within minutes.
No scope creep. No surprise work Week 3. Facts from M365 — delivered within minutes.
7 per-role + 7 program reports
Per role: Transfer Playbook, Job Description, SOW, Training, Process Docs, Tool Access, Stakeholder Handoff. Program: Division Intelligence, Wave Plan, Risk, Dependencies, SOW, Training, Vendor Portal.
Wave planning, TCI, dependencies
Transfer Complexity Index (TCI), clusters, bridge nodes, and wave sequencing from real M365 and optional Azure DevOps activity — scope and handoff based on facts.
M365 + optional Azure DevOps
Read-only metadata from Outlook, SharePoint, OneDrive, Teams via Graph; optional Azure DevOps for repos, pipelines, and work items. No email or file content.
14 reports total
Reports for every stakeholder
Seven per-role and seven program-level reports — ready for procurement, the offshore team, and program leadership.
- SOW Considerations — scope based on actual work, not guesswork
- Unified Training Plan — what the offshore team needs to know
- Risk Assessment — timeline risk and single points of failure
- Process Documentation — how the work actually gets done
- Tool Access Requirements — systems and current workflows
- Stakeholder Contact List — who to work with
- Transfer Playbook — step-by-step handoff guide
- Division Intelligence Summary — full program view
- Vendor Portal — secure deliverable sharing
Calculate Your Outsourcing Savings
Most organizations underestimate transition risks by 40–60%
How it works
Works like a Microsoft 365 app
One click to run analysis. RolePrint™ collects evidence, builds frameworks, and delivers professional reports — no interviews, no guesswork, within minutes.
Feels like software you already use
RolePrint™ is built for Microsoft 365 environments. Your IT admin approves read-only access; HR and managers get a clean, familiar interface. No training required.
Connect Microsoft 365
One-time setup — your IT admin approves read-only M365 access in about five minutes. RolePrint Transfer™ optionally adds Azure DevOps (repos, pipelines, work items) for engineering scope.
Select employee or program
Exit: enter their email and date range. Transfer: create a program, add roles by email. One minute. No forms, no interviews.
Click Analyze
RolePrint™ pulls 180 days of M365 activity — mail headers, calendar, Teams, SharePoint, OneDrive — and for Transfer, optional Azure DevOps data. AI builds frameworks from that evidence. No guesses.
Download your reports
Exit: 7 reports (successor plan, job description, handoff guide, executive brief, systems, security evidence). Transfer: 7 per-role + 7 program reports. Professional PDFs. Within minutes.
Why generic AI tools can't do this
Copilots and chat AI generate text — they don't analyze multi-person M365 activity, build evidence trails, or produce structured governance reports.
Generic AI tools
Copilot, ChatGPT, etc.- ✕Can't analyze multiple people's M365 activity
- ✕Can't create cross-user collaboration reports
- ✕Can't audit permissions or surface security gaps
- ✕Not designed for structured handoff governance
Why it matters
- ✓Real data from M365 — handoffs that don't fail or miss critical context
- ✓HR and Legal need evidence they can point back to and verify
- ✓On-demand access before data is gone beats cleaning up after
- ✓Structured, traceable reports your team can act on the same day
Capability
Generic AI Tools
Copilot, ChatGPT, etc.
RolePrint™
Evidence from real M365 data
Analyze 180 days of real work
Copilots can't analyze multiple people's M365 activity across workloads—no cross-user evidence trail.
Activity analysis from M365 metadata—up to 180 days of activity to show how work actually happened.
Clear, traceable evidence
Copilots can't create cross-user reports (who worked with whom) or audit permissions for Legal.
Facts from M365 data — every finding ties back to what they actually did. Verify in one click.
Post-exit, on-demand only
Copilots are reactive, not proactive for transitions — not designed for limited, on-demand access.
You run analysis when you need it. Role-based access, retention settings, full audit log.
Dependency mapping across workloads
Copilots can't map M365 dependencies across users to identify security gaps or cluster analysis.
Exit: maps files, sites, tools, stakeholders. Transfer: cross-role dependencies, clusters, bridge nodes, wave sequencing.
Azure DevOps integration (Transfer)
Copilots can't pull Azure DevOps repos, pipelines, or work items into transition scope or risk.
Transfer™ connects to Azure DevOps: read-only. Repos, pipelines, work items enrich TCI and program reports.
Reports HR and Legal actually use
Copilots produce generic summaries — inconsistent, not structured for governance or handoff.
7 per-role + 7 program reports. Successor Plan, SOW, Wave Plan, Dependencies, Security Evidence. No prompt engineering.
180-day pattern detection
Copilots can't connect patterns across large activity volumes without heavy manual work.
180 days analyzed. Patterns and single points of failure surfaced. Delivered within minutes.
What you get: M365 activity + AI frameworks within minutes.
RolePrint Transfer™ runs at program level: M365 (and optional Azure DevOps) activity drives per-role reports (Transfer Playbook, Job Description, SOW Considerations, Training, Process, Tools, Stakeholder) and program reports (Division Intelligence, Wave Transition Plan, Risk, SOW Considerations, Unified Training Plan, Dependencies, Vendor Portal). Ready for offshore teams. Customize for your organization.
RolePrint Transfer™
7 reports available
Transfer Playbook
- →Step-by-step handoff guide for smooth transition
- →Day-one execution roadmap for incoming teams
- →Tool, file, and stakeholder dependency map
Job Description (Indeed-style)
- →Evidence-based role definition from real M365 activity
- →Recruiter-ready; same style as RolePrint Exit™
- →Key responsibilities, tools, and stakeholders
SOW Considerations
- →Scope based on actual work, not guesswork
- →Contract-ready requirements documentation
- →Deliverables clearly defined from real activity
Training Plan
- →What the offshore/contractor team needs to know
- →Structured onboarding timeline
- →Role-specific training requirements
Process Documentation
- →How the work actually gets done
- →Step-by-step procedures and workflows
- →Ready for execution—no guesswork
Tool & Access Requirements
- →Applications and systems inventory
- →Required permissions and access levels
- →Critical system dependencies
Stakeholder Contact List
- →Who to work with and communication patterns
- →Internal and external contacts
- →Handoff context for smooth transition
Data from your Microsoft 365—in a very secure way. RolePrint™ pulls activity details (who, when, where—never the content of emails or files) via Microsoft Graph and Purview from 16+ M365 apps: Exchange, Outlook Calendar, OneDrive, SharePoint, Teams, Planner, M365 Groups, Power BI, Power Automate, Power Apps, Yammer, Purview, Entra ID, Forms, Bookings, Lists. We do not access email body, chat content, or file interiors. Coverage varies by tenant and admin consent. Private 1:1 content may be excluded by organizational policy.
Data from Microsoft 365—in a very secure way
RolePrint Transfer™ is a patent-pending proprietary solution—a revolutionary approach. It uses your existing Microsoft 365 to show the tools, files, meetings, and collaborators for that role—so you inherit with clarity. No new systems. Read-only. Clear boundaries.
Post-activity only
Used for planned transitions. RolePrint Transfer™ analyzes before handoff—not employee monitoring.
Read-only by design
Analyzes evidence without modifying data. No editing, no writing. Read-only visibility.
Retention-aligned lifecycle
Time-bounded analysis and automatic expiration aligned to your policies. Sensitive transition data isn’t left to sprawl.
Reports by audience
HR gets handoff docs; managers get the actual activity; Legal gets governance evidence. Each audience sees what they need—plain and easy to understand.
Complete audit trail
Access, reports, and key actions logged for review. Traceability for security teams.
Dependency and single points of failure
Handoff gaps and fragile workflows surfaced from activity patterns—so successors ramp faster and nothing falls through the cracks.
No impersonation
No “act as the user,” no spoofing, no masquerading. We only read data to run analysis—we never pretend to be the user.
Prove handoff in two weeks
RolePrint Transfer™ uses your Microsoft 365 (and optional Azure DevOps) to scope what each role does — per-role and program-level reports, wave planning, TCI, and Vendor Portal. Two weeks, a full transfer program.
What you'll receive
Guided M365 setup
Partner with your IT team to configure access and safeguards the right way — without disrupting operations.
Security & compliance review
Architecture docs, data flow maps, and permissions model for your security reviewers so approvals don't stall.
M365 evidence + AI frameworks
Evidence reports (systems, collaboration, meeting load) and AI-generated handoff frameworks — customizable for your organisation.
Stakeholder readouts
Structured readouts for HR, managers, and compliance. Your team learns how to operationalise the outputs.
2-week timeline
Days 1–3
Access and guardrails
Identity integration and security review with your IT team. Clear boundaries from day one.
Days 4–7
First case — reports within minutes
Run your first analysis. Get M365 evidence and AI-generated frameworks for HR, Legal, and the successor or offshore team.
Days 8–12
Repeat and compare
Two more analyses. See patterns, fragility, and handoff gaps across roles — not anecdotes.
Days 13–14
Executive decision
Results review, value summary, and rollout plan — or a clean exit if it's not a fit.
Know what you're inheriting before go-live.
Two weeks. A transfer program: add roles, connect M365 (and optional Azure DevOps), get 7 per-role + 7 program reports (Division Intelligence, Wave Plan, Risk, SOW, Training, Dependencies, Vendor Portal).